+53.1%
RSP vs FLR
+245.2%
-192.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.9% | -0.1% |
| 7D | -0.8% | +5.4% | -6.2% | -1.6% |
| 30D | -0.3% | +11.4% | -11.7% | -2.5% |
| 3M | +4.3% | +11.4% | -7.1% | +1.7% |
| 6M | +8.8% | +16.6% | -7.8% | +4.6% |
| YTD | +15.3% | +41.7% | -26.5% | +6.7% |
| 1Y | +18.3% | +35.4% | -17.1% | +9.9% |
| 3Y | +52.8% | +57.3% | -4.5% | +30.8% |
| All | +53.1% | +245.2% | -192.1% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FLR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling